December 24, 2020 By Team HIC

Salesforce customization for Purchase price calculation and monitoring agent activities

Salesforce customization for Purchase price calculation and monitoring agent activities

Highlights

  • Automated purchase price calculation based on quantity and region
  • Centralized agent activity monitoring and business database
  • Streamlined quote delivery and order processing
  • Significant improvements in delivery speed and customer satisfaction
  • Complete elimination of manual errors and redundancy

Highlights

  • Automated purchase price calculation based on quantity and region
  • Centralized agent activity monitoring and business database
  • Streamlined quote delivery and order processing
  • Significant improvements in delivery speed and customer satisfaction
  • Complete elimination of manual errors and redundancy

Overview

What You Need To Know

FSF has recruited agents for deliveries and their commission is based on the volume of wood on the forest parcels. They wanted to create a process on Salesforce that monitors their agents’ activities and keeps a centralized database of the entire business.

Why It Matters

Accurate pricing and efficient agent management directly impact profitability and operational efficiency, affecting both market competitiveness and supplier relationships.

What HIC Did

HIC Global Solutions created a custom Salesforce solution featuring automated purchase price calculations, centralized agent activity monitoring, and streamlined order processing.

Overview

Overview Sub Para

What You Need To Know

FSF has recruited agents for deliveries and their commission is based on the volume of wood on the forest parcels. They wanted to create a process on Salesforce that monitors their agents’ activities and keeps a centralized database of the entire business.

Why It Matters

Accurate pricing and efficient agent management directly impact profitability and operational efficiency, affecting both market competitiveness and supplier relationships.

What HIC Did

HIC Global Solutions created a custom Salesforce solution featuring automated purchase price calculations, centralized agent activity monitoring, and streamlined order processing.

About the Company

Forest Service France is a value-added service partner specializing in sourcing, procurement, and logistics for softwood and hardwood logs. They represent over 25 independent harvest companies and have preferred relationships with the main regional and national forest corporations in France.

Their deep understanding of the French market and its culture as well as their expertise in the forestry business and complex logistics from their Dutch background makes them the ideal partner to develop and grow the supplies from France.

About the Company

Forest Service France is a value-added service partner specializing in sourcing, procurement, and logistics for softwood and hardwood logs. They represent over 25 independent harvest companies and have preferred relationships with the main regional and national forest corporations in France.

Their deep understanding of the French market and its culture as well as their expertise in the forestry business and complex logistics from their Dutch background makes them the ideal partner to develop and grow the supplies from France.

Challenges Faced

Manual calculation of purchase prices based on wood volume, parcel location, and regional factors was time-consuming and error-prone.

The lack of a centralized system to monitor agent activities and commissions hindered efficient workforce management.

Manual quote generation and order routing to hub stations resulted in delays and potential errors.

The absence of a centralized database for all business operations limited data-driven decision-making capabilities.

Challenges Faced

Manual calculation of purchase prices based on wood volume, parcel location, and regional factors was time-consuming and error-prone.

The lack of a centralized system to monitor agent activities and commissions hindered efficient workforce management.

Manual quote generation and order routing to hub stations resulted in delays and potential errors.

The absence of a centralized database for all business operations limited data-driven decision-making capabilities.

Challenges Faced

They were facing issues with
  • Complex Pricing Calculations
  • Manual calculation of purchase prices based on wood volume, parcel location, and regional factors was time-consuming and error-prone.

  • Decentralized Agent Management
  • The lack of a centralized system to monitor agent activities and commissions hindered efficient workforce management.

  • Inefficient Order Processing
  • Manual quote generation and order routing to hub stations resulted in delays and potential errors.

  • Fragmented Business Data
  • The absence of a centralized database for all business operations limited data-driven decision-making capabilities.

Solutions Offered

HIC Global Solutions Salesforce Consulting partner created a custom setting called Purchase Price Calculation in FSF’s Salesforce Org. This solution calculates the prices of the parcel based on the quantity and the region it is being delivered to.

Developed an automated system to calculate parcel prices based on quantity and delivery region.

Integrated automatic quote generation and delivery to customers.

Created a unified platform within Salesforce to track and manage agent activities and commissions.

Implemented automated notifications to hub stations for order processing.

Developed a system to map hub stations to customer addresses for efficient delivery routing.

Centralized all business data within Salesforce, providing a comprehensive view of operations.

Solutions Offered

HIC Global Solutions Salesforce Consulting partner created a custom setting called Purchase Price Calculation in FSF’s Salesforce Org. This solution calculates the prices of the parcel based on the quantity and the region it is being delivered to.

Developed an automated system to calculate parcel prices based on quantity and delivery region.

Integrated automatic quote generation and delivery to customers.

Created a unified platform within Salesforce to track and manage agent activities and commissions.

Implemented automated notifications to hub stations for order processing.

Developed a system to map hub stations to customer addresses for efficient delivery routing.

Centralized all business data within Salesforce, providing a comprehensive view of operations.

Solutions Offered

HIC Global Solutions Salesforce Consulting partner created a custom setting called Purchase Price Calculation in FSF’s Salesforce Org. This solution calculates the prices of the parcel based on the quantity and the region it is being delivered to.

The solutions which we offered to them
  • Custom Purchase Price Calculation Setting
  • Developed an automated system to calculate parcel prices based on quantity and delivery region.

    Integrated automatic quote generation and delivery to customers.

  • Development of a Centralized Platform for Agents
  • Created a unified platform within Salesforce to track and manage agent activities and commissions.

  • Streamlined Order Processing
  • Implemented automated notifications to hub stations for order processing.

    Developed a system to map hub stations to customer addresses for efficient delivery routing.

  • Integration of Business Database
  • Centralized all business data within Salesforce, providing a comprehensive view of operations.

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